Technology Accounting and SOC Reporting

Empowering technology companies for long-term growth

BerryDunn helps technology companies build momentum—whether emerging innovators or multinational enterprises. Our expert advisors deliver tailored guidance across accounting and financial reporting, capital funding, internal controls, cash flow management, and development of merger, acquisition, or exit strategies.

Trusted by investors, our technology-focused team serves companies in a variety of industries, including software and hardware development, Software-as-a-Service (SaaS), clean technology, health technology, Financial Technology (Fintech), and life sciences.

Technology assurance, tax, and advisory services

We enable clients to stay ahead of compliance challenges while gaining clarity and control over emerging opportunities. From accounting, assurance, and audit services to consulting services, we help your company advance by leveraging our extensive technology industry expertise and building strong client relationships.

Technology accounting and assurance services

Improve operations, identify risks, and help ensure compliance.

SOC reporting

Receive independent assurance that your controls are properly designed and functioning.

Technology tax services

Minimize risk and maximize industry-specific opportunities.

Technology advisory services

Strategic insights to excel in the technology sector.

Transaction advisory

Objective analysis and advice for privately held companies.

Technology accounting and assurance services

We help you navigate complex accounting and reporting requirements and provide internal control guidance and SOC audits when requested by third parties. We work with you to improve operations, identify risks, and help ensure compliance with technology industry standards.

Financial statement audits

We conduct risk-based audits to deliver insights that build lender and investor confidence and support informed decision-making.

Financial statement reviews

We provide an objective review of your financial statements, offering limited assurance to stakeholders without the full scope of an audit.

Financial statement compilations

We compile clear, US GAAP-compliant financial statements scaled to your needs, saving time when a full audit is not required.

Agreed-upon procedures

We perform custom attestation procedures based on your requirements, delivering independent findings your board or regulator can trust.

Technical accounting

For complex transactions or US GAAP standards updates, our team stays current on changes to deliver timely, practical guidance on technical accounting matters.

Outsourced accounting

We offer the expertise of a full accounting team for short-term assignments or long-term engagements―so you can focus on your business.

SOC reporting

We invest time in understanding your reporting needs and work closely with your team to guide you through the process. To demonstrate the effectiveness of your financial reporting controls, we provide a comprehensive assessment.

SOC 1

This audit is a thorough report showing effective Internal Controls over Financial Reporting (ICFR) controls for companies that support data or impact their customer’s financial reporting.

SOC 2

Our SOC 2 audit reports on internal controls as they relate to the five Trust Service Categories established by the AICPA, saving client IT teams time on due diligence.

SOC 2+

The SOC 2+ audit is a customized version of a SOC 2, expanded to include additional frameworks or regulatory requirements.

SOC 3

High-level report following SOC 2 standards and providing an overview of controls without testing details for a general audience.

Technology tax services

We can help you minimize risk and maximize industry-specific opportunities by leveraging R&D credits, managing start-up tax filing for you, and keeping up with state and local tax regulations so you can focus on your business.

Tax return preparation

We prepare accurate, timely tax returns for technology companies, helping to ensure compliance with federal, state, and local requirements.

Tax planning and consulting

We provide strategic tax guidance for technology companies of all sizes, identifying opportunities to reduce your overall tax burden.

State and local tax

We help technology businesses navigate multi-state tax complexity, from nexus reviews and voluntary disclosure to audit defense and incentives.

International tax

We provide international tax compliance and planning for the technology sector operating globally, helping you manage regulatory risk and protect value.

Transfer pricing

We help technology companies establish and document transfer pricing policies that comply with IRS requirements and optimize your tax position.

R&D tax credits

We can help your business optimize its federal and state R&D tax credits and assist with developing processes and documentation required to sustain the credits.

Technology accounting methods

When there are options to select what accounting method is used for income tax reporting, we can provide guidance to make decisions.

Accounting for income taxes (ASC 740)

We help ensure your income taxes are accounted for and accurately recorded in your financial statements according to US GAAP standards.

Technology advisory services

We position your technology company for success with consulting services related to IT security protocols, ERP systems, AI, executive compensation, cash flow management, revenue recognition, and technology governance.

Cash flow management

We help technology companies improve visibility, manage working capital, and support production planning to optimize operations.

Revenue recognition

Our team helps ensure revenue is recorded accurately and consistently in compliance with accounting standards.

ISO 270001

Our team has developed a roadmap for success to meet all of your ISO 27001 needs, from just getting started to maintaining your certification.

ISO 420001

To manage risks, we help you meet requirements and follow guidance for technology companies that develop, provide, or use AI systems.

Executive compensation

We help you attract and retain top talent in today’s tight labor market through diversified executive compensation packages.

ERP consulting

We expertly guide clients on ERP system selection and implementation to improve efficiency, minimize risk, and enable smarter decisions.

AI consulting

We work with you to assess your AI readiness, understand trends, and create a strategy and governance process for your company.

IT assessments

Our experts will conduct a thorough IT assessment, including your IT environment, hardware, software, networks, and security practices.

Compliance risk assessments

Our team helps you meet regulatory demands by assessing gaps in NIST, HIPAA, PCI DSS, CJIS, and other frameworks—ensuring audit readiness and data protection.

Transaction advisory

With experience in M&A, project development, and succession projects ranging from $5 million to $1 billion in enterprise value, we deliver the analytical rigor and integrated expertise you need to make informed decisions at every stage.

Financial due diligence

We conduct thorough financial, tax, and operational due diligence to uncover the risks and opportunities that drive informed decisions.

M&A deal structuring

Whether you seek to buy or sell, we provide evaluate deal structures that address purchase price allocation, tax implications, and transaction outcomes.

IPO readiness

We provide expert guidance for a successful transaction, including accounting, tax, financial reporting, internal controls, information technology, and valuation.

Business valuation

Our credentialed specialists deliver independent opinions of business value for transactions, estate planning, and tax strategies.

Benefits of working with BerryDunn's technology assurance, tax, and advisory team

Industry-leading expertise

BerryDunn provides industry-leading expertise to technology companies, helping identify, assess, and address your business’ most critical needs.

Personal attention, consistent support

We deliver personal attention and value strong relationships, pairing the accessibility of a regional accounting firm with the expertise of an international firm to handle complex challenges.

Scalable, customizable services

Our experts have the experience and know-how to support your technology company at any stage—from a start-up to its growth into a larger, more complex business.

High quality work that exceeds expectations

Our in-depth knowledge of the technology sector translates into top quality work, high standards, and measurable value for your company.

Global reach when you need it

As a BDO Alliance member, BerryDunn can support technology companies with international operations or cross-border transactions, providing access to local expertise anywhere in the world.

Technology industry expertise for real-world challenges

BerryDunn helps technology companies navigate growth, complexity, and change with industry-specific expertise. Our professionals deliver customizable accounting, tax, assurance, and consulting services to support compliance, manage risk, and enable informed decisions at every step.